Experience

RBC Brewin Dolphin Ireland

• Ireland
• Financial Services
• 1 - 100 Employee

• Divisional Director - Financial Planning RBC Brewin Dolphin Ireland

  • Aug 2023 - Present

• Head of Retirement Asset Services

  • Sep 2012 - Aug 2023

  Provision of Retirement & Investment Advice to High Net Worth Individuals, Company Executives, and Professionals in relation to all aspects of their current and future pension provision, Comprehensive review of existing structures, advice in relation to various pension products and structures available. Calcuation & Advice in relation to the complex range of options available at retirement.



Goodbody

• Ireland
• Financial Services
• 200 - 300 Employee

• Retirement Assets Manager

  • Mar 2005 - Jul 2012

  Specialise in providing advice to High Net Worth Professionals and Company Directors in all aspect of their retirement planning. Reviewing existing funding, and investments, and providing advice in relation to the most suitable structures, and vehicles for current and future pension planning. Development of new and existing clients, whilst working in conjunction with a team of portfolio manager. Specialise in providing advice to High Net Worth Professionals and Company Directors in all aspect of their retirement planning. Reviewing existing funding, and investments, and providing advice in relation to the most suitable structures, and vehicles for current and future pension planning. Development of new and existing clients, whilst working in conjunction with a team of portfolio manager.



Bank of Ireland Life

• Pensions Manager

  • 2001 - 2005



BCP Asset Management Ltd

• Pensions Manager

  • 2001 - 2002



Friends First

• Ireland
• Financial Services
• 100 - 200 Employee

• Broker Consultant & Senior Pensions Administration

  • 1990 - 1996



abrdn

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Pensions Administration

  • Jan 1994 - Mar 1995